See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,864 | $85,766-51.2% | $136,294-69.3% | $70,131-40.3% |
| Participation rate | 54.8% | 74.2%-19.3pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 20.74% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,733 | $2,966-41.6% | $4,695-63.1% | $2,342-26.0% |
| Participant deferral / active EE | $3,437 | $5,051-32.0% | $6,247-45.0% | $3,332+3.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |